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Procore

CMiC Connector - Workflow Diagrams

Job Setup

 

Create a Job in
CMiC
Create a Job in...

 

Add a CMiC Project to Procore
Add a CMiC Project to...

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
PROCORE PROJECT SYNCED WITH CMiC JOB
PROCORE PROJECT SYNC...

Sub Job Setup

 

Add an Extra/Sub Job in ERP System
Add an Extra/Sub Job i...

 

Import a ERP Sub job to a Procore Project
Import a ERP Sub job t...

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

Create and Export Commitments

 

 

Which type of commitment
will you create?
Which type of commitment...

 

Create a Subcontract
Create a Subcontract

 

Create a
Purchase Order
Create a...

 

Send a
Commitment  to
ERP Integrations for Accounting Acceptance
Send a...

 

START
START

 

END
END
COMMITMENT EXPORTED TO ERP
COMMITMENT EXP...

 

Edit a Commitment
Edit a Commitment

 

Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool

Create and Export CCOs

 

Create a Commitment Change Order (CCO)
Create a Commitment Ch...

 

Create a CCO from
a Change Event
Create a CCO from...

 

Send a CCO to
ERP Integrations
for Acceptance
Send a CCO to...

 

START
START

 

END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...

 

Edit a CCO
Edit a CCO

 

Resend a
Rejected CCO to
ERP Integrations for Accounting Acceptance
Resend a...

 

Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool
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Create and Sync Vendors

 

Create a Vendor in ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the Vendor/Company record?
Where did you create the Ve...

 

Does the matching company record already exist in Procore?
Does the matching company record...

 

Where did you create the Company in Procore?
Where did you create the C...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...

 

Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...

 

Export a Vendor/Company to ERP Integration
Export a Vendor/Company...

Export Subcontractor Invoices

 

 

START
START

 

Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step

 

Send Subcontractor Invoices to ERP Integration for Accounting Acceptance
Send Subcontractor Invoice...
Invoice Administrator
Invoice Administrator
Accounting Approver
Accounting Approver

 

Accept or Reject Subcontractor Invoices for Export to ERP
Accept or Reject Subc...
Invoice exported to ERP
Invoice exported t...
Accept
Accept
Reject
Reject
Update the invoice as needed
Update the invoice...
Continued from the 'Create Your Subcontractor Invoices in Procore' workflow
Continued from the 'Create Your...